Ashley Sawyer

Ashley B. Sawyer focuses her practice on private client matters for high net worth individuals and families nationwide, cross-border and in-bound wealth transfer planning and succession planning for business owners and executives. She advises clients on all aspects of complex estate, gift and generation-skipping transfer tax matters and compliance, including preparation and review of gift, estate and GST tax returns and the consequences of certain elections.  Ashley also provides guidance on legacy succession to younger generations and works closely with clients and their allied advisors to implement sophisticated plans with varied types of trusts using estate freeze transactions, life insurance and closely-held or qualified small business stock.

Ashley advises fiduciaries on administration of estates and trusts and modification of defective trusts through nonjudicial settlements, decantings and reformation. She also has expertise in charitable planning techniques involving split-interest trusts and private foundations, and counsels private and public tax-exempt organizations on matters involving tax-exempt status, compliance and navigating governance issues.